You can create custom filters in PatentAdvisor by importing Metadata. Begin by clicking the ellipsis in the top right corner of the PatentAdvisor home page. Click Metadata Management.
You can optimize your firm’s workflow and customize your case management by adding new filters such as Firm Name, Technology Category, and Attorney Name. Your metadata file should contain a column for each of these filters. Your file must be in csv or xlsx format, and it must also contain one column with the application number for each case. This will allow the metadata to map to the cases in PatentAdvisor.
If you need to generate a list of application numbers to which you will apply your metadata, you can export a list from PatentAdvisor.
This will generate a list of your applications. You can add custom columns with your metadata to this list.